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M&T Bank
MTB

Overview Fund Activity

880 hedge funds and large institutions have $19.8B invested in M&T Bank in 2023 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 268 increasing their positions, 326 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
880
Holders Change
+81
Holders Change %
+10.14%
% of All Funds
12.9%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
154
Increased
268
Reduced
326
Closed
63
Calls
$122M
Puts
$161M
Net Calls
-$39.2M
Net Calls Change
+$421M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$461M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$127M
3
State Street
State Street
Massachusetts
+$106M
4
MMH
Menora Mivtachim Holdings
Israel
+$76.6M
5
SCM
Smead Capital Management
Arizona
+$59.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$119M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$119M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$46.9M
4
Barclays
Barclays
United Kingdom
-$43M
5
AssetMark Inc
AssetMark Inc
California
-$41.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NS
576
NBC Securities
Alabama
$324K -$959 -7 -0.3%
LJAC
577
L.J. Altfest & Co
New York
$323K -$411 -3 -0.1%
MA
578
Mutual Advisors
Nebraska
$321K -$959 -7 -0.3%
SCM
579
Stevens Capital Management
Pennsylvania
$320K +$320K +2,333 New
PL
580
Plancorp LLC
Missouri
$320K +$320K +2,332 New
CIS
581
Connors Investor Services
Pennsylvania
$316K – – –
FWM
582
Focused Wealth Management
New York
$312K +$1.1K +8 +0.4%
IA
583
IFP Advisors
Florida
$310K +$9.59K +70 +3%
ISWM
584
Independent Solutions Wealth Management
New York
$308K -$3.15K -23 -1%
SCP
585
Sandhill Capital Partners
New York
$308K – – –
BC
586
Burney Company
Virginia
$308K -$2.19K -16 -0.7%
WF
587
Welch & Forbes
Massachusetts
$307K +$24.3K +177 +9%
SW
588
SVB Wealth
Massachusetts
$307K +$307K +2,238 New
MCM
589
Magnolia Capital Management
New York
$306K -$68.6K -500 -18%
FCI
590
Financial Counselors Inc
Kansas
$305K +$305K +2,224 New
MG
591
Mather Group
Illinois
$305K +$305K +2,222 New
SWS
592
SYSTM Wealth Solutions
Illinois
$304K -$29.9K -218 -9%
CB
593
Community Bank
New York
$303K -$1.1M -8,000 -78%
BL
594
Balentine LLC
Georgia
$302K -$264K -1,927 -47%
EM
595
Excalibur Management
Massachusetts
$300K +$8.36K +61 +3%
BOS
596
Bank of Stockton
California
$299K -$50.2K -360 -14%
CCA
597
Cobblestone Capital Advisors
New York
$299K -$27.4K -200 -8%
GAM
598
Gotham Asset Management
New York
$298K +$31.4K +229 +12%
BOH
599
Bank of Hawaii
Hawaii
$297K -$289K -2,111 -49%
IFU
600
iSAM Funds (UK)
United Kingdom
$295K +$295K +2,153 New
22 23
24
25 26